Hogan v. Hermann

623 P.2d 900, 101 Idaho 893, 21 A.L.R. 4th 249, 1980 Ida. LEXIS 555
CourtIdaho Supreme Court
DecidedDecember 30, 1980
Docket12538
StatusPublished
Cited by25 cases

This text of 623 P.2d 900 (Hogan v. Hermann) is published on Counsel Stack Legal Research, covering Idaho Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Hogan v. Hermann, 623 P.2d 900, 101 Idaho 893, 21 A.L.R. 4th 249, 1980 Ida. LEXIS 555 (Idaho 1980).

Opinions

McFADDEN, Justice.

ON REHEARING

Respondents E. J. Hogan and Katherine Hogan brought this action to recover for [894]*894the wrongful death of their 26 year old married daughter, Carol Jean McGrath. The deceased was killed April 14,1972, near Moscow, Idaho, in an automobile collision between her vehicle and a vehicle owned by appellants Charles and Evelyn Hermann and driven by their 15 year old son, Joey Hermann. Carol Jean McGrath died without issue but was survived by her parents and by her husband, Stephen J. McGrath.

In November 1972 an action was filed by Stephen J. McGrath against appellants for the wrongful death of his wife. The complaint alleged that he was the surviving husband of the deceased but made no mention of any additional surviving heirs. Thereafter, upon suggestion from Hermann’s counsel, the complaint was amended to allege that Stephen J. McGrath was the “surviving husband and sole and only heir of Carol Jean McGrath.” The case proceeded and was set for jury trial on April 16, 1973.

On April 13, 1973, Stephen J. McGrath’s attorneys confronted Hermann’s attorney with information they had discovered while doing legal research on the case which they believed would facilitate a settlement. McGrath’s attorneys disclosed that the deceased had parents living who were in the respondents’ opinion, heirs under the statute [see discussion infra] and therefore also entitled to recover for the wrongful death of Carol McGrath. McGrath’s attorneys were also the attorneys for the parents, and they had been authorized to settle the parents’ claim as well as the husband’s claim. A settlement figure for both claims was then given to Hermann’s attorney, but this figure was rejected.

Following these discussions, and prior to trial, settlement of Stephen J. McGrath’s claim was reached and his release was given. The release, drafted by the Hermann’s attorney, expressly and unequivocably constituted an individual release by Stephen J. McGrath alone. The release did in no way refer to the Hogan’s claim, nor did it provide that Stephen J. McGrath was settling the action on behalf of all potential claimants. Nor did it provide or suggest that the settlement recovery was held by McGrath in trust for the Hogan’s benefit. McGrath’s action was thereafter dismissed with prejudice.

The instant action was filed June 19, 1973, some two months after the dismissal of Stephen J. McGrath’s case. The Hogans alleged that they were surviving heirs, entitled to bring the action under I.C. § 5-311. They sought damages for the loss of their daughter’s services, society, and companionship.

Appellants filed a motion to dismiss the complaint on grounds that it failed to state a claim for relief and that the action was barred by reason of the earlier settlement and release of Stephen J. McGrath’s claim and dismissal of his suit. The motion was supported by the affidavit of appellants’ attorney which basically recited the facts given in the above portion of this opinion. The affidavit also stated that “no settlement of the claim of the parents of Carol Jean McGrath as a separate claim from the claim of Stephen J. McGrath, was made for the reason that defendants [appellants] considered the settlement that was made to be determinative of the claims of all the heirs of Carol J. McGrath.” This statement was made in contradiction of the language of the actual release, which consisted solely of a settlement of McGrath’s individual claims. Respondents’ attorney then filed his affidavit in opposition to the motion, stating that the “negotiations resulted in an understanding between the attorneys representing all parties that the claim of Stephen J. McGrath would be settled for him alone without prejudice to the right of the parents of the decedent to initiate their independent action for her death .... ”

The district court denied appellants’ motion to dismiss the action. The court concluded that the Hogans were heirs of the deceased and therefore entitled to maintain the action. Appellants were ordered to answer the complaint.

By way of answer, appellants denied that the Hogans were surviving heirs and raised as affirmative defenses the same grounds as had been raised in the motion to dismiss: [895]*895that the complaint failed to state a claim for relief, and that the Hogans were barred from bringing the action because of the prior settlement. Appellants also filed a third party complaint against Stephen J. McGrath, alleging that he held the previously obtained settlement monies in trust for all heirs and seeking to recover over from him any judgment which the Hogans might be awarded.

Respondents moved to dismiss the third party complaint and to strike the affirmative defenses and denial of heirship from appellants’ answer. Additional affidavits restating the substance of the earlier affidavits were filed by both sides and a hearing was held on the motion.

The district court granted the respondents’ motion in all respects. The motion to dismiss the third party complaint was treated in effect by the court as a motion for summary judgment, and was granted. In accordance with I.R.C.P. 54(b), the court expressly determined that there was no just reason for delay in entering judgment on the claim, and thereafter entered judgment of dismissal with prejudice of the third party complaint. Appellants timely filed their notice of appeal from that judgment. Appellants subsequently filed in this court a motion for certification of appeal from the interlocutory orders of the district court denying appellants’ earlier motion to dismiss and granting respondents’ motion to strike portions of appellants’ answer. By order of this court, these interlocutory orders were certified for appeal and were consolidated for review with the appeal from the summary judgment dismissing the third party complaint.

The first issue raised by appellants is whether the Hogans, as surviving parents, are heirs of the decedent Carol Jean McGrath. Appellants argue: (1) that I.C. § 5-311 permits only the heirs (or personal representative on their behalf, which is not the case here) to bring an action for wrongful death; (2) that under the new Idaho probate code, I.C. § 15-1-201(21) “heirs” mean those persons, including the surviving spouse, who are entitled under the statutes of intestate succession to the property of a decedent; (3) that parents are not entitled under I.C. §§ 15-2-102 or 103 to the property of the decedent unless she died possessed of a separate estate in excess of $50,000; (4) that absent the allegation of a separate estate in excess of $50,000 the complaint does not state a claim for relief; (5) that the trial court therefore erred in denying appellants’ motion to dismiss the complaint and in ordering appellants’ denial of heir-ship struck from the answer.

Whatever the merits of this argument might be for wrongful deaths arising since the effective date of the new Idaho probate code, we express no opinion. Rather we confine ourselves and this opinion to the statutory intestate distribution scheme in effect at the date of death, the time when the right of action for wrongful death arose.

The accident and date of death occurred April 14, 1972. The legislature in enacting the probate code provided that: “(a) This code shall be in full force and effect on and after July 1,1972 .... [But] (4) an act done before the effective date in any proceeding and any accrued right is not impaired by this code.” Session Laws, 1972, ch. 201, § 28, p. 534 (Emphasis added).

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Hogan v. Hermann
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Cite This Page — Counsel Stack

Bluebook (online)
623 P.2d 900, 101 Idaho 893, 21 A.L.R. 4th 249, 1980 Ida. LEXIS 555, Counsel Stack Legal Research, https://law.counselstack.com/opinion/hogan-v-hermann-idaho-1980.